Customer Experience Manager

$84,045 - $98,875/Yr

Disability Solutions - Westlake Village, CA

posted 3 months ago

Full-time - Mid Level
Westlake Village, CA
Administrative and Support Services

About the position

The Customer Experience Manager in the Office of the President plays a crucial role in advocating for borrowers across all lines of business. This position supports the Director by coordinating with internal departments and subservicers to ensure that issues are resolved effectively. The individual in this role is responsible for tracking, monitoring, and reporting on various items to ensure successful resolution of customer complaints and escalations. As an individual contributor, the Customer Experience Manager will handle escalated phone calls, emails, and mail, ensuring that customer privacy is maintained and that accurate information is provided to all stakeholders. In this role, the Customer Experience Manager will resolve complaints directed to executives and regulators through both telephone and written correspondence. It is essential that all regulatory complaints are completed within the established Service Level Agreements (SLAs). The manager will also ensure that borrower escalations and complaints are handled in accordance with corporate and regulatory guidelines. A dynamic and independent problem solver, the manager will research, formulate, and execute resolutions for complex and unique complaints, while proactively detecting and resolving borrower issues. Building strong partnerships with internal departments, vendors, and subservicers is key to achieving results. The position requires continuous review of trends to identify possible root causes of complaints, including escalations from verbal to written formats, in support of initiatives aimed at reducing complaint volumes. The Customer Experience Manager will review and monitor escalations and complaints in flight to ensure timely resolution and will provide management with reporting on escalations and complaints, both in flight and completed, including complaint trending. Additionally, the manager will review and audit items to ensure they are completed accurately and promptly, supporting directives that focus on leading the team to meet productivity and quality goals. Effective risk management and collaboration with internal and external business partners are also critical components of this role, as is the formulation of recommendations and assistance with the design of processes and procedures to support call and escalation functions. Continuous process improvement reviews and recommendations to increase productivity and quality are expected as part of the job.

Responsibilities

  • Ensure that incoming escalated phone calls, emails, and mail are tracked and handled appropriately, maintaining customer privacy and providing correct information.
  • Resolve complaints directed to executives and regulators via telephone and correspondence.
  • Ensure that regulatory complaints are completed within SLAs.
  • Handle borrower escalations and complaints within corporate and regulatory guidelines.
  • Research, formulate, and execute resolutions for complex and unique complaints as a dynamic and independent problem solver.
  • Proactively detect and resolve borrower issues, forming strong partnerships with internal departments, vendors, and subservicers to achieve results.
  • Continuously review trends to identify possible root causes of complaints, including escalations from verbal to written.
  • Review and monitor escalations/complaints in flight to ensure timely resolution.
  • Provide reporting to management on escalations/complaints, both in flight and completed, including complaint trending.
  • Review/Audit items to ensure they are completed accurately and promptly.
  • Support directives focusing on leading the team to productivity and quality goals.
  • Effectively manage risk in collaboration with internal and external business partners.
  • Formulate recommendations and assist with the design of processes and procedures to support call and escalation functions.
  • Conduct continuous process improvement reviews and provide recommendations to increase productivity and quality.

Requirements

  • Minimum 5 years mortgage servicing experience in customer contact and escalations, Office of the President, or similar area.
  • Preferred 2 years supervisory experience.
  • High School Diploma or GED Equivalent.
  • Strong business acumen with demonstrated critical thinking and decision-making skills.
  • Experience in process analysis and improvement.
  • Self-starter and self-motivated to meet job expectations and goals.
  • Ability to motivate others to meet their own job expectations and goals.
  • Ability to work independently and as a team player.
  • Clear and effective written and verbal communication skills.
  • Basic proficiency in Microsoft Office products (Excel, Word, etc.).
  • Experience with a ticketing system such as Salesforce or JIRA Service Desk is a plus.
  • Proficiency in MSP is a strong plus.

Nice-to-haves

  • Experience in a leadership role within customer service or complaint resolution environments.
  • Familiarity with mortgage servicing regulations and compliance requirements.

Benefits

  • Competitive salaries
  • Ownership stake in the company
  • Medical and dental insurance
  • Time off
  • 401k matching program
  • Tuition assistance program
  • Employee volunteer program
  • Wellness program
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